Advance Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $240K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $250K | Buy |
|
|||||
|
2024
Q4 | $211K | Sell |
|
|||||
|
2024
Q3 | $251K | Sell |
|
|||||
|
2024
Q2 | $280K | Sell |
|
|||||
|
2024
Q1 | $337K | Sell |
|
|||||
|
2023
Q4 | $401K | Buy |
|
|||||
|
2023
Q3 | $433K | Buy |
|
|||||
|
2023
Q2 | $398K | Sell |
|
|||||
|
2023
Q1 | $426K | Sell |
|
|||||
|
2022
Q4 | $626K | Buy |
|
|||||
|
2022
Q3 | $414K | Buy |
|
|||||
|
2022
Q2 | $397K | Buy |
|
|||||
|
2022
Q1 | $270K | Buy |
|